roi
@roylxy
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crypto for normies | ex bd & marketing head @trondao | ex @zynga (chartboost) | ex @ea (popcap) | nfa & dyor
somewhere in metaverse
Joined January 2008
To sell prediction markets to meme coin traders, you must strip away the "intellectual" veneer of forecasting and replace it with gamified, leveraged conflict.
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i read + annotated the entire 300+ page Messari 2026 thesis on a long-haul flight so you didn’t have to… my thoughts + takeaways: > the entire thing took me about 3hrs to cover back to back (better than expected). My 3 fav essays were “crypto money”, “tradfi x crypto”, and
We are so back! The Messari Theses for 2026 is live and available for free. Jump into the full report now ⬇️
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权力结构一直是我和 @DoveyWanCN 特别爱聊的话题。很多下游的生态形态、竞争方式，甚至价值观，本质上都不是“选择”，而是由上层权力结构自然推演出来的结果。这次连续参加 BBW 和 Breakpoint，近距离看到两种生态的差异，对这一点的体感更强了。 BN 和 Solana
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作为前VC投资人，怎么看待现在CT上“VC已死”的论调？ 付费问题，我认真回答一下，本来对于这个论调我也有不少想法 先说结论 - 1. 部分VC已死是不可否认的事实 2. 整体上VC不会死，会一直活下去，推动这个行业继续向前 3.
我通过 @MossAI_Official( https://t.co/ijpJifsxR6)向
@Wuhuoqiu 发起了 188 $USDC 的悬赏问题： “作为前VC投资人，怎么看待现在CT上“VC已死”的论调？” 你有 48 小时在本帖下回复以领取悬赏。 x402 交易链接： https://t.co/hZ61KTaiCo
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Just skimmed the new Delphi report on 2026 apps and it perfectly aligns with how we at Moonrock Capital see the next decade of investing in this space. As crypto infrastructure becomes cheap, commoditized, and interchangeable, the center of gravity shifts upward: value will
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DEX is definitely winning over CEX traffic conversion game That said, the DEX is still gated by centralized team, still waiting for the “iPhone” moment
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more evidence for why the app meta is here to stay. Solana TVL, chain revenue, app revenue from defilama:
Crypto obsesses over L1s, but revenue tells a different story. Phantom did ~$10m+ in the last 30 days. Solana L1 did ~$3m in the same window. Blockspace is infrastructure. Apps capture users, fees, and distribution. Execution is where value accrues.
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when people say crypto has become a casino, in reality it is their first step in realizing that the global financial system we are replacing always has been a casino
when people say bitcoin is a pyramid scheme, in reality it is their first step in realizing that all forms of property ownership are pyramid schemes
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当微信开始接入滴滴的时候 其他人怎么办？
.@BChillman says they will allow @phantom users to trade @Kalshi prediction markets with any Solana token, such as SOL, USDC, CASH, or even Fartcoin 🤯
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this is the time when crypto spot vol is down 66% while prediction vol and trader are more than the presidential election window last year what does this say to you
🚨 MARKET: Crypto spot volumes are down 66%. Bitfinex says it's a lull that often comes before the next move.
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Totally undervalued
https://t.co/3gBvYArQHF generated $10m revenue in 3 months with 71% week-1 user retention. base's top consumer app by revenue confirmed by jesse pollak. december 16 kraken token sale at rumored $50-100m fdv. current market cap under $20m. $40m annualized revenue trading at 0.5x
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The end of crypto’s “golden age” and why it’s a good thing https://t.co/s5V7dQjDLh
blockworks.co
It's getting harder and harder to trade crypto like the good ol' days.
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"How did you KNOW @Tesla would succeed?" I didn't. But I did the math. And the numbers said: If this works, it's going to work REALLY big. That's the calculation most VCs refuse to make. They want certainty. They want "safe bets." But the safe ones aren't as safe as you
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West prediction market is pretty much done.
Today’s approval marks the culmination of a 5-year licensing process and the beginning of a new chapter for @Gemini. We thank @POTUS for ending the Biden Administration’s War on Crypto and Acting Chairman @CarolineDPham for her hard work and dedication to help realize President
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1/ Financialization of Everything (specifically financizalizing parts of our lives that were not previously financialized or gamified) 2/ Tokenization (either private, high-yield RWAs or net-new crypto-native yield) 3/ Prediction Market Ecosystem (infra, liquidity ...) 4/
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If there’s a will there’s a way - a real catalyst from 0 to 1
GM CT, Nice to meet you! I'm Will 🙋♀️ and I dedicated the past ~3 years of my life to building the Movement community! From 0 to 2.7M community members in 52 countries and 5 continents across all channels. The Movement is not only the 10th largest community by size in the
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